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20130819
20130819
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CNBC 1
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CNBC
Aug 19, 2013 4:00pm EDT
. we do think the u.s. will be in a bit of a holding pattern due to upcoming taper. but on a relative valuation basis, we do like europe a little bit better as that area seems to be turning around, and we really like emerging markets due to the deep valuation discount. >> it's interesting you say that, because the money has been flowing consistently out of emerging markets, because the growth levels certainly reversed course there. you think that's going to come back soon? >> yeah, we do. they still have relatively speaking much higher growth than the u.s. look, if you expect a little bit of recovery in the u.s. and europe, that's going to help emerging markets quite a bit. >> all right. let me ask you the same question, jim lacamp, in terms of emerging markets versus u.s., where are you? >> i don't like the emerging markets at all right now. they're suffering from the currency wars. so if you believe, as i do, that japan is going to keep printing money, the united states is going to keep printing money, and europe steps it back up once the german election is over, then those emerging
Search Results 0 to 0 of about 1